Convenient payments.
Compliant workflows.
Confident growth.
Make financial planning profitable with AdvicePay, the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning
Trusted by leading broker-dealers and RIAs offering fee-for-service planning
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Scale for your fee-for-service workflow
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Integrate with your tech stack
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More than a platform – a partnership
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The only platform dedicated to fee-for-service financial planners
3,300+
firms use AdvicePay
215,000+
clients served
19/25
top B/Ds use AdvicePay
1.5M+
payments processed
11,000+
AdvicePay users
$720M
planning fees processed
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Do more business with convenient client payment options
AdvicePay makes it easy to get paid for your advice. Accept credit cards and ACH payments for one-time, retainer, or subscription invoices, making your expertise accessible to more clients than ever.
Reduce compliance risks with built-in safeguards
Review and report on every plan, no spreadsheets required. Centralize financial plan oversight in one platform that can create and enforce compliant workflows.
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Make back-office processes more efficient
Save time, reduce paperwork, and enforce quality standards with tools designed specifically for fee-based financial planning.
Designed to fit your firm’s tech stack
Work however you want – AdvicePay integrates with the industry’s favorite tools